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Harvey Investment Company’s Woodward WWD Stock Holding History

Harvey Investment Company’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,385
Closed -$408K – 95
2021
Q1 		$408K Sell
3,385
-1,590
-32% -$189K 0.06% 78
2020
Q4 		$605K Sell
4,975
-4,875
-49% -$495K 0.09% 68
2020
Q3 		$790K Sell
9,850
-32,080
-77% -$2.58M 0.12% 62
2020
Q2 		$3.25M Sell
41,930
-50,720
-55% -$3.31M 0.55% 40
2020
Q1 		$5.51M Buy
+92,650
New +$9.59M 1.08% 29

Other funds holding WWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harvey Investment Company's WWD Position: Q2 2021 in Review

Harvey Investment Company sold out of Woodward (WWD) in Q2 2021, closing a stake of 3,385 shares — an estimated $408K sold.

Harvey Investment Company first reported a position in WWD in Q1 2020 and held it in 5 quarters. The position peaked at $5.51M in Q1 2020. 340 funds tracked by Wall St. Rank hold WWD as of Q2 2021.

  • Harvey Investment Company reported no remaining Woodward position as of Q2 2021 after selling out during the quarter.
  • Harvey Investment Company sold 3,385 Woodward shares in Q2 2021, an estimated $408K.
  • Harvey Investment Company first reported a position in Woodward in Q1 2020 and held it in 5 quarters.
  • Harvey Investment Company's Woodward position peaked at $5.51M in Q1 2020.
  • 340 funds tracked by Wall St. Rank held Woodward as of Q2 2021.

Based on Harvey Investment Company's 13F filing for Q2 2021, filed 23 Jul 2021.